Simplifying the routes available to institutional investors when outsourcing investment management

SECTION 1

INDUSTRY DEVELOPMENTS

1.1 INTERVIEW: What is the best way to go: pure consulting, fiduciary management or something in-between?
Interviewer:
Ben McNamara, Content Producer, Clear Path Analysis
Interviewee:
Andrew Drake, Pensions Investment Consulting Partner, PricewaterhouseCoopers

SECTION 2

SURVEYING YOUR OUTSOURCING OPTIONS

2.1 INTERVIEW: Timing is everything: when to transition to an outsourced investment partner
Interviewer:
Ben McNamara, Content Producer, Clear Path Analysis
Interviewee:
Sally Bridgeland, Chairman, LPP Investments

2.2 INTERVIEW: How do you find the right outsourcing partner?
Interviewer:
Ben McNamara, Content Producer, Clear Path Analysis
Interviewee:
Kim Nash, Director, PTL

SECTION 3

REPORTING AND MONITORING AFTER OUTSOURCING

3.1 INTERVIEW: How do you develop a strong relationship with reporting and monitoring without losing trust after outsourcing?
Interviewer:
Ben McNamara, Content Producer, Clear Path Analysis
Interviewee:
Roger Cooper, Independent Trustee, Chair of Trustees, and Sole Trustee, Pi Pension Trustees

3.2 INTERVIEW: Lessons learnt from our implementation and monitoring approaches
Interviewer:
Ben McNamara, Content Producer, Clear Path Analysis
Interviewee:
Antony Miller, Trustees Director and Chief Executive Office, 20-20 Trustees Limited